See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,074 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,524 | $58,879-68.5% | $178,490-89.6% | $73,488-74.8% |
| Participation rate | 99.2% | 66.2%+33.0pp | 81.9%+17.3pp | 70.7%+28.5pp |
| Annual return | 8.33% | 24.86%-16.5pp | 151.07%-142.7pp | 28.51%-20.2pp |
| Employer contribution / active EE | $815 | $2,236-63.6% | $5,011-83.7% | $2,270-64.1% |
| Participant deferral / active EE | $1,345 | $2,567-47.6% | $5,202-74.2% | $3,740-64.0% |
| Admin fee / account holder | $10 | $400-97.5% | $13,984-99.9% | $513-98.1% |